Onboarding (Design Update)

 

Context

When first-time users schedule a meeting with existing mww users, there’s no clear way to set up email or connect to calendars, causing first-time users to miss scheduled meetings because they don’t receive notifications for those meetings.

 

Problem

• How do we integrate Notification Settings and/or Calendar Connect better so scheduled meetings won’t be missed?

• How do we make users more aware of Notification Settings and/or Calendar Connect?

 

Schedule with no wallet connected

With no wallet connected, users are required to enter their emails when scheduling as guests (same as any web2 products). This ensures that users would get email notifications for the scheduled meetings, unlikely to miss them.

 

💡

No major issue currently. Potential improvement: Is it possible to send this notification as a meeting invite so it auto-populates to the calendar (if it’s google, outlook, etc)? Right now users need to open the email and manually add this event to their calendar.

 

Schedule with wallets connected

Users can schedule meetings without entering emails when there is a wallet connected. Users often skip the configure button in the modal that takes them to Notification Settings when they finish scheduling.

This makes it impossible for the system to remind users once they leave the dashboard, causing users to miss scheduled meetings.

We can improve this by adding a few touchpoints throughout the flow. I’ve categorized them into 3 layers of solutions.

 

 

The First Layer - When scheduling the meeting

1. Users are required to enter emails by default, with or without a wallet connected.

 

💡

This is the most preferred. The reason being the most consistent with/without a wallet, and is most integrated/seamless UX with web2 products (requesting an email when scheduling is nothing out of the ordinary in web2).

 

The Second Layer - Immediately after scheduling the meeting

1. Make configure button the primary button when no emails have been set in mww. UI can stay the same if emails have been inputted.

1. clicking on the primary CTA takes users to Notification Settings.

 

The Third Layer - Dashboard

Thinking about this from top down, currently the relationship b/w My Meetings, Notification Settings, and Calendar Connect seems to be weak and fragmented.

When new users land on the dashboard, they should find a stronger relationship there.

1. We can simply add the email input field to My Meetings like this:

 

1. A more throughout way is to set up onboarding screens that walk users through key features, one of which prompts users to add their email address.

2. Middle ground - a “permanent” banner asking users to do some next steps (if we have next steps for them”